The core data of this paper: Huawei and Xiaomi notebook shipments, notebook brand market share, and computer penetration rate between China and the United States.
1, OPPO, Vivo layout PC market
In mid-June, 20021,realme, an independent subsidiary of OPPO, announced the news that realme book, a notebook computer, and realme pad, a tablet computer, would be released soon. On June 23rd of the same year, vivo has been confirmed to enter the tablet computer market, and the first product will be released in the fourth quarter of this year. In fact, as early as 20 17, vivo registered the trademark of "vivo Pad".
However, more than two mobile phone manufacturers, OPPO and Vivo, entered the computer market in China. Huawei and Xiaomi had already completed their layout in the notebook computer industry long before realme and vivo had this idea. In 20 16, Huawei and Xiaomi successively launched their first computer products; 20 1 February 2 1 6 Huawei's MateBook was launched on the eve of the opening of the World Mobile Communications Conference. MateBook is also Huawei's first 2-in-11computer product. In July of the same year, Xiaomi brand announced its entry into the notebook computer market. Today, both Xiaomi and Redmi brands under Xiaomi Group have notebook computer products.
2. Huawei Computer successfully entered the "first echelon"
After the launch of two brands of notebooks in 20 16, Huawei's sales volume was 700,000, and Xiaomi's sales volume reached 500,000, which achieved good results. In the first quarter of 2020, Xiaomi shipped160,000 laptops, accounting for 5% of the market, while Huawei shipped 550,000 laptops, up 96% year-on-year, ranking second with a market share of 16.9%. For two mobile phone manufacturers who became monks halfway, such data performance is undoubtedly a satisfactory answer.
According to the data of China Notebook Online Market Monthly Sales Tracking Report, in the first quarter of 2020, Xiaomi's market share was 5%, ranking sixth; Huawei notebooks are growing rapidly, with a market share as high as 16.9%, second only to Lenovo, which ranks first in the industry. Lenovo's market share in the first quarter of 2020 reached 3 1%.
However, due to supply problems, Huawei's online share dropped sharply in the fourth quarter of 2020, and its market share dropped only to the third place. In 2020, the online sales volume of HUAWEI's notebook computers was1150,000 units, a year-on-year increase of 54%, with a market share of 8%. Huawei pays more attention to the mid-to high-end market in layout, and has active cooperation with intel and AMD, maintaining a high market popularity.
As an independent brand, Glory's supply resources are still in the adjustment period, which affects its sales performance. In 2020, the online sales volume of HONOR notebook computers was 920,000 units, up 48% year-on-year and with a market share of 6%. Glory has actively cooperated with AMD, and gained good market recognition by virtue of the high cost performance of four-series AMD, but it is slightly weak in the layout of intel series.
In 2020, the online market of notebook computers in China will show a pattern of "one super and many strong". Under the market background of short supply, the head brand will maintain the relative stability of channel supply with its stronger supply chain capability. Lenovo (including ThinkPad) sold about 5.3 million units online in 2020, with a market share of 36%.
3. China's PC penetration rate is low and its growth strength is strong.
Affected by the epidemic in 2020, the demand for telecommuting and distance learning caused by physical isolation is expanding day by day, and Covid-19 will live with human beings for a long time, and online demand will become the norm.
At present, the penetration rate in China is only about 20%, while the penetration rate of computers in developed countries such as the United States is generally above 90%, and the penetration rate of personal computers between China and the United States is 70%. It reflects that there are obvious opportunities to improve the penetration rate in China market. The logic of the global computer market is undergoing an upgrade from "one computer per family" to "one computer per person", and the long-term growth space of the China market is expected to be further opened.
To sum up, the online demand is increasing gradually, and the computer market in China has great potential, which may be one of the important reasons why China mobile phone manufacturers have entered the computer market one after another.
Note: The International Yearbook of the National Bureau of Statistics has only been updated to 20 18 years, but the data still shows that the penetration rate of PC computers in China is low.